wealth planning Archives - Investment Migration Insider

7 Ways HNWIs Sabotage Their Own Backup Plans – Part II

September 13, 2019October 31, 2019 Editor club, david lesperance, hnwi, opinion, tax planning, tax residency, wealth planning

Making the purchase of a CBI the first step in planning your financial future is like making a visit to Home Depot the first step in planning your dream home, writes David Lesperance.

Truth to Power

Citizenship and Wealth Advisors: What Each Needs to Know About the Other to Help Their HNWI Clients

July 13, 2019July 14, 2019 Editor carlyle rogers, citizenship by investment, estate planning, golden visa, residence by investment, tax, wealth planning

Many low tax jurisdictions also offer CIP and residency programs, and the overlap between the two previously distinct industries is now nearly complete.

Caribbean Opinion Truth to Power

Wealth Planning and CBI Are Separate Worlds, But This is About to Change

July 6, 2019July 26, 2019 Editor carlyle rogers, cbi, cip, citizenship by investment, citizenship consultant, opinion, planning, tax, truth to power, wealth, wealth planning

Changes in international taxation and the new economic substance rules offer unique advantages for some Caribbean and European CIPs, writes Carlyle Rogers.